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  • Spyros Ktenas - Trainer and instructor
    Spyros Ktenas's picture
    Spyros
    Ktenas
    Researcher
    Ionian University
    Project Management, Program Management, Portfolio Management, Health IT, Project Leadership, Risk Management

    Project/Program/Portfolio leader, one of the very few certified Portfolio Managers.

    Sweden

    Stockholm

    Global
    Greek
    English
    Member
  • Rick Ferri - Trainer and instructor
    Rick Ferri's picture
    Rick
    Ferri
    CFA
    Founder and CEO
    Ferri Investment Solutions
    Finance and Investment, Portfolio Management, portfolio management techniques, Portfolio strategy, Exchange-traded funds, Index Funds

    Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments

    United States

    Austin

    Global
    English
    Gold
    Member
  • Eric Bissonnier - Trainer and instructor
    Eric Bissonnier's picture
    Eric
    Bissonnier
    CFA
    Speaker
    Society Speaker Directory
    Portfolio Management, asset allocation, Risk Management, Due diligence, Manager Selection, Alternative Investments

    Extensive hands-on experience in subject matter, and delivering to any types of audience.

    Switzerland

    Geneva

    Europe
    North America
    Central Asia
    Australia & New Zealand
    Middle East, Africa
    French
    English
    Gold
    Member
  • Carol Schleif - Trainer and instructor
    Carol Schleif's picture
    Carol
    Schleif
    CFA
    Deputy Chief Investment Officer
    BMO Family Office
    Women in Investment Management, Communication of investment ideas, Women in Business, Behavioral Finance, Portfolio Construction, Portfolio Management

    Engaging and extensively experienced speaker with unconventional insights & extensive media exposure

    United States (Minnesota)

    Minneapolis

    Global
    English
    Gold
    Member
  • Christopher K. Merker - Trainer and instructor
    Christopher K. Merker's picture
    Christopher K.
    Merker
    Ph.D., CFA
    Executive Director
    Fund Governance Analytics, LLC
    Investment Management, Portfolio Management, Asset Management, Wealth Management, Finance, Startup

    All things related to governance and sustainability in investment management look no further.

    United States
    Global
    German
    English
    Member
  • Mark W. Guthner - Trainer and instructor
    Mark W. Guthner's picture
    Mark W.
    Guthner
    CFA
    Partner
    Timeline Partners LLC
    Stock Options, Equity Analysis, Risk Management, Credit Analysis, Asset classes and valuation, Portfolio Management

    Helping professional & self-directed investors make better investment & wealth management decisions.

    United States (New Jersey)

    Summit

    Global
    English
    Gold
    Member
  • Paul Bouchey - Trainer and instructor
    Paul Bouchey's picture
    Paul
    Bouchey
    CIO
    Parametric
    Portfolio Management, Quantitative Investing, Portfolio strategy, Diversification and portfolio strategies, Emerging Markets, Commodity market analysis

    Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.

    United States
    Europe
    North America
    Australia & New Zealand
    English
    Gold
    Member
  • Joseph Grmovsek LLB - Public speaker
    Joseph Grmovsek LLB's picture
    Joseph
    Grmovsek LLB
    EX-Inside Trader/Lawyer/Prisoner
    Program Director
    Restorative Justice Housing Ontario
    White Collar Crime, Effective Ethics Program, Compliance, Business Ethics, Insider Trading, Investing

    My story is the basis of the film "Collared" and is an ethics object-lesson for professionals.

    Canada

    Toronto

    Global
    English
    Member
  • Katie Stockton - Trainer and instructor
    Katie Stockton's picture
    Katie
    Stockton
    CMT
    Founder and Managing Partner
    Fairlead Strategies
    Technical Analysis, Chartered Market Technician, Market Timing, Market Sentiment, Breadth, Cloud Model

    Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent rese

    United States (Connecticut)

    Stamford

    Global
    English
    Gold
    Member
  • Robert Hagstrom - Trainer and instructor
    Robert Hagstrom's picture
    Robert
    Hagstrom
    CFA
    Chief Investment Officer
    EquityCompass
    Global Investing, Investment Philosophy, Economics, Chief Investment Strategist, Portfolio Management, Financial Services

    Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.

    United States (Pennsylvania)

    Conshohocken

    Global
    English
    Gold
    Member
  • Alicia Garcia-Herrero - Public speaker
    Alicia Garcia-Herrero's picture
    Alicia
    Garcia-Herrero
    Chief Economist Asia Pacific
    Natixis
    Economics, Emerging Markets, International Economics, Macroeconomics, Banking, Econometrics

    After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas

    Hong Kong S.A.R. (China)
    Global
    English
    Spanish
    French
    Italian
    German
    Gold
    Member
  • Raymond Rondeau - Trainer and instructor
    Raymond Rondeau's picture
    Raymond
    Rondeau
    AAII Investment Strategist & Senior Tech. Analyst
    American Association of Individual Investors
    Technical Analysis, Investment Decision Making, Hedge Funds, Risk Management, Portfolio Management, Acclaimed public speaker

    Ray an investment strategist for AAII has delivered more than 180 investment lectures across the US.

    United States (Massachusetts)

    Boston

    Europe
    North America
    Central Asia
    India
    Australia & New Zealand
    South America
    English
    Gold
    Member
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